See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,031 | $27,915+54.1% | $58,482-26.4% | $75,163-42.8% |
| Participation rate | 22.4% | 38.8%-16.4pp | 50.9%-28.4pp | 67.2%-44.8pp |
| Annual return | 13.58% | 44.20%-30.6pp | 4239.32%-4225.7pp | 160.62%-147.0pp |
| Employer contribution / active EE | $500 | $669-25.3% | $1,053-52.6% | $2,670-81.3% |
| Participant deferral / active EE | $1,360 | $1,201+13.2% | $1,924-29.3% | $4,125-67.0% |
| Admin fee / account holder | $5,812 | $1,726+236.8% | $2,516+131.0% | $5,651+2.9% |